Proactive. Responsive. Consistent.

Cetera Research is offered through Cetera Investment Management LLC, a Registered Investment Advisor.

Cetera Research is available exclusively to you through your financial advisor and their broker/dealer’s affiliation with Cetera Investment Management. The Cetera Research Team provides your financial advisor – and you – with tools, resources and insights to help you pursue your goals and carefully manage risk.

Through Cetera Research, your advisor has access to outstanding resources to deliver sound investment advice and insights to you. These include thought leadership on the latest detailed market information and investment perspectives, asset allocation strategies, and investment ideas and recommendations.

Why Cetera Research?

The Cetera Research team is dedicated to producing unbiased research. Your financial advisor benefits from this high level of independent research to help identify the best means for you to reach your financial goals. Cetera Research supports financial advisors by giving them the power to access a large-scale, regimented body of research, including:

In-depth market perspectives

Timely economic insights

Asset allocation recommendations

Manager guidance

Model portfolios

Here’s how the cornerstones of Cetera’s Research philosophy help you and your advisor:

Proactive

We provide research to your advisor that uses a broad, forward-looking macroeconomic assessment of the market climate. This allows us to determine which areas of the market hold the greatest opportunity. Cetera’s Research team members cover multiple areas of expertise, to ensure that your advisor has access to a broad range of research resources to fit the individual needs of you and their other clients.

Responsive

Cetera Research’s team of experts is here as a partner, to help financial professionals understand the complexities of the market by supporting them with a disciplined, regimented process focused on their clients’ long-term goals. In addition to numerous publications for advisors and monthly conference calls, the Research team is available for one-on-one conference calls with all Cetera advisors.

Consistent

Cetera Research uses a disciplined, regimented process to support clear long-term goals for your advisor and you. By evaluating a broad range of market indicators, including economic growth projections, market liquidity, volatility, political environment, secular growth cycles as well as potential investment horizon, Cetera Research is able to offer consistent portfolio advice for our advisors to use with you.

Focus on Clients

Cetera’s Research is focused on giving advisors the tools they need to help their clients meet their financial objectives. As a Cetera client, your advisor can provide you with access to a variety of market commentaries, educational materials from Cetera and its strategic partners, and thought leadership on up-to-the-minute investment topics.

The Cetera Research Team

Behind the research Cetera offers is a team of dedicated industry experts, with an average of 21 years of industry experience; with many members having earned advanced degrees and designations such as the Chartered Financial Analysts (CFA). They specialize in providing research and investment analysis for equities, fixed income, and alternative investments, analyzing the nuances of various fund classes, and provide advisors with additional insights through the Monthly Market Monitor and Quarterly Recap Reports, which are made available to clients of Cetera’s advisors.

Cetera’s Research Team also manages the strategic and tactical positioning of Cetera’s asset allocation strategies, diversification, and online equity research platforms, which are made available to advisors through a suite of online investment tools.

They are frequently sought out as media experts whose insights and commentaries have appeared in the Wall Street Journal and on CNBC, Fox News, Marketwatch, and others.

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The content is developed from sources believed to be providing accurate information.
The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals
for specific information regarding your individual situation. Some of this material was developed and produced by
FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named
representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and
material provided are for general information, and should not be considered a solicitation for the purchase or
sale of any security.

Copyright 2019 FMG Suite.

Securities and advisory services offered through Cetera Advisor Networks LLC (doing insurance business in CA as CFGAN Insurance Agency), member FINRA, SIPC. Cetera is under separate ownership from any other named entity.

This site is published for residents of the United States only. Registered representatives of Cetera Advisor Networks may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every representative listed. For additional information, please contact the representative(s) listed on the site or visit the Cetera Advisor Networks site at www.ceteraadvisornetworks.com.

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